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Simon Property Group Inc.

SPG
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001063761

No open-market purchases or sales by Simon Property Group Inc. insiders were filed in the last 90 days; 1,363 institutions reported holding it in 13F filings for Q2 2026, worth $67.7B in total; no superinvestor holds it.

Other share classesSPG.PJ

Q4 2023 vs. Q3 2023

How the institutions holding Simon Property Group Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of SPG: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders985161,056+87
Shares287.0M1.16M290.6M+4.69M (+1.6%)
Value$31.0B$125.1M$41.4B+$10.5B (+33.9%)

16 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (172)

Institutions that held Simon Property Group Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 172 by value.

Institutions new to SPG in Q4 2023
InstitutionSharesValue% of portfolio
ExodusPoint Capital Management, LP281,212$40.1M0.50%
Sapient Capital LLC280,206$40.0M1.03%
Aware Super Pty Ltd as trustee of Aware Super198,140$36.7M0.50%
Cantor Fitzgerald Investment Adviser L.P.180,485$25.7M1.99%
Scopus Asset Management, L.P.100,000$14.3M0.60%
First Trust Investment Solutions L.P.69,094$9.86M2.05%
Point72 Asset Management, L.P.65,728$9.38M0.03%
Bamco Inc64,132$9.15M0.02%
New Insight Wealth Advisors52,933$7.55M5.09%
Pathstone Holdings, LLC40,903$5.84M0.03%
Lighthouse Investment Partners, LLC40,000$5.71M0.42%
Spectrum Wealth Counsel, LLC36,845$5.26M0.73%
Concurrent Investment Advisors, LLC30,370$4.33M0.20%
Oliver Luxxe Assets LLC28,769$4.10M0.96%
Nicholas Investment Partners, LP23,907$3.41M0.40%
DoubleLine ETF Adviser LP22,396$3.19M0.92%
Napa Wealth Management22,088$3.15M1.71%
FORA Capital, LLC21,599$3.08M0.26%
L & S Advisors Inc21,553$3.07M0.37%
Varma Mutual Pension Insurance Co20,800$2.97M0.03%
Groupama Asset Managment18,901$2.70M0.07%
Waterloo Capital, L.P.16,737$2.39M0.39%
CCM Investment Advisers LLC14,185$2.02M0.25%
New Millennium Group LLC12,207$1.74M1.54%
Prospera Financial Services Inc11,285$1.61M0.05%
Signet Financial Management, LLC10,984$1.57M0.23%
Moran Wealth Management, LLC10,823$1.54M0.05%
Premier Path Wealth Partners, LLC10,537$1.51M0.34%
Quadrature Capital Ltd9,607$1.37M0.02%
Landscape Capital Management, L.L.C.9,390$1.34M0.12%
FJ Investments, LLC8,433$1.20M0.06%
TCG Advisory Services, LLC8,219$1.17M0.08%
Red Cedar Investment Management, LLC7,234$1.03M0.15%
Degroof Petercam Asset Management7,200$1.03M0.01%
ClearAlpha Technologies LP6,767$965.2K0.37%
Greenland Capital Management LP5,200$741.7K0.11%
Kestra Advisory Services, LLC5,163$736.4K0.01%
Quest Partners LLC4,942$704.9K0.15%
Balanced Rock Investment Advisor4,734$675.3K0.60%
Diversified Trust Co4,699$670.3K0.02%
Emergent Wealth Advisors, LLC4,645$662.5K0.62%
United Advisor Group, LLC4,450$635.6K0.77%
Nabity-Jensen Investment Management Inc4,141$590.7K0.53%
Regal Investment Advisors LLC3,947$562.9K0.04%
Tritonpoint Wealth, LLC3,804$542.6K0.05%
DFPG Investments, LLC3,804$532.8K0.04%
Arete Wealth Advisors, LLC3,692$527.6K0.04%
Portman Square Capital LLP3,599$513.4K0.09%
Portside Wealth Group, LLC3,541$505.1K0.09%
Opinicus Capital, Inc.3,455$492.9K0.50%
Lantern Wealth Advisors, LLC3,416$487.3K0.38%
HighPoint Advisor Group LLC3,213$485.0K0.03%
1620 Investment Advisors, Inc.3,389$483.4K0.53%
Algert Global LLC3,295$470.0K0.02%
Point72 Europe (London) LLP3,271$466.6K0.06%
Rothschild Investment LLC3,270$466.4K0.04%
KLCM Advisors, Inc.3,144$448.5K0.07%
Prime Capital Investment Advisors, LLC3,018$430.4K0.01%
First Dallas Securities Inc.3,000$428.0K0.22%
Embree Financial Group2,973$424.1K0.09%
Cipher Capital LP2,719$387.8K0.13%
McMahon Financial Advisors, LLC2,700$385.1K0.11%
Inspire Trust Co, N.A.2,700$385.1K0.40%
Atomi Financial Group, Inc.2,694$384.3K0.05%
Kestra Private Wealth Services, LLC2,579$367.9K0.01%
GAMMA Investing LLC2,620$363.2K0.10%
Morningstar Investment Services LLC2,480$358.0K0.00%
Principal Securities, Inc.2,467$351.9K0.01%
Steele Capital Management, Inc.2,230$318.2K0.02%
FNY Investment Advisers, LLC2,200$313.0K0.35%
Skopos Labs, Inc.2,151$306.8K0.15%
Cladis Investment Advisory, LLC2,100$299.5K0.24%
Mesirow Financial Investment Management, Inc.2,092$298.4K0.01%
Cetera Trust Company, N.A2,075$296.0K0.18%
Kovack Advisors, Inc.1,967$280.6K0.03%
Fukoku Mutual Life Insurance Co1,889$269.4K0.02%
Buckingham Strategic Wealth, LLC1,879$268.0K0.00%
Capital Square, LLC1,846$263.4K0.30%
Vicus Capital1,844$263.0K0.03%
Everhart Financial Group, Inc.1,805$257.5K0.09%
Clearwater Capital Advisors, LLC1,800$256.8K0.03%
All Season Financial Advisors, Inc.1,799$256.7K0.22%
SkyOak Wealth, LLC1,784$254.5K0.07%
Catalytic Wealth RIA, LLC1,771$252.6K0.11%
Cabot Wealth Management Inc1,745$248.9K0.03%
Kessler Investment Group, LLC1,744$248.8K0.15%
PAX Financial Group, LLC1,726$248.7K0.05%
Avestar Capital, LLC1,742$248.5K0.03%
Childress Capital Advisors, LLC1,742$248.5K0.07%
World Equity Group, Inc.1,742$248.5K0.05%
Ridgewood Investments LLC1,739$248.0K0.15%
Strategic Wealth Designers1,703$242.9K0.04%
Abel Hall, LLC1,702$242.8K0.21%
Sloy Dahl & Holst, LLC1,680$239.6K0.05%
Kingswood Wealth Advisors, LLC1,679$239.4K0.03%
Neo Ivy Capital Management1,675$239.0K0.53%
Leo Wealth, LLC1,661$238.3K0.02%
Cornerstone Wealth Management, LLC1,668$237.9K0.02%
Meridian Wealth Management, LLC1,666$235.5K0.02%
Worth Venture Partners, LLC1,650$235.4K0.13%

Sold out (85)

Institutions that held Simon Property Group Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of SPG in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Twin Tree Management, LP213,248$23.0M
Cantor Fitzgerald, L. P.189,069$20.4M
Epoch Investment Partners, Inc.141,121$15.2M
Grantham, Mayo, Van Otterloo & Co. LLC99,622$10.8M
Balyasny Asset Management LLC64,677$6.99M
Tudor Investment Corp Et Al46,815$5.06M
Segall Bryant & Hamill, LLC40,669$4.39M
Arrowstreet Capital, Limited Partnership35,041$3.79M
Advent Capital Management30,000$3.24M
Two Sigma Advisers, LP26,900$2.91M
Cinctive Capital Management LP26,394$2.85M
SAM Advisors, LLC23,258$2.51M
Wolverine Asset Management LLC19,560$2.11M
Omers Administration Corp17,800$1.92M
Ami Investment Management Inc17,419$1.88M
Two Sigma Securities, LLC15,221$1.64M
Stevens Capital Management LP14,044$1.52M
Parallax Volatility Advisers, L.P.13,824$1.49M
Virtu Financial LLC10,279$1.11M
Man Group plc–$1.07M
Radnor Capital Management, LLC9,488$1.02M
XTX Topco Ltd9,361$1.01M
Walleye Trading LLC9,329$1.01M
Connor, Clark & Lunn Investment Management Ltd.9,001$972.4K
Nan Shan Life Insurance Co., Ltd.7,229$780.9K
Maven Securities LTD6,988$754.9K
Dark Forest Capital Management LP6,938$749.5K
Vetamer Capital Management, L.P.6,906$746.1K
DRW Securities, LLC6,248$675.0K
Fund Management at Engine No. 1 LLC4,681$505.7K
Fox Run Management, L.L.C.4,319$466.6K
Advanced Portfolio Management, LLC3,793$409.8K
ORG Partners LLC3,301$356.8K
Axxcess Wealth Management, LLC3,100$334.9K
Banco Santander, S.A.3,036$328.0K
SkyView Investment Advisors, LLC2,982$322.0K
Bessemer Securities LLC2,629$284.0K
Kapitalo Investimentos Ltda2,532$273.5K
Quantitative Investment Management, LLC2,469$266.0K
Longfellow Investment Management Co LLC2,441$263.7K
RiverGlades Family Offices LLC2,400$259.3K
Arkadios Wealth Advisors2,375$256.5K
Strategic Financial Concepts, LLC2,252$243.3K
Malaga Cove Capital, LLC2,251$243.2K
Socha Financial Group, LLC2,250$243.0K
EHP Funds Inc.2,100$226.9K
Machina Capital S.A.S.2,092$226.0K
Woodward Diversified Capital, LLC2,047$221.2K
Stiles Financial Services Inc1,979$213.8K
Horan Capital Advisors, LLC.1,975$213.4K
Dana Investment Advisors, Inc.1,877$202.8K
Herbst Group, LLC1,865$201.5K
Centiva Capital, LP1,436$155.1K
Headlands Technologies LLC917$99.1K
Register Financial Advisors LLC629$68.0K
Hantz Financial Services, Inc.594$64.0K
Marathon Trading Investment Management LLC462$49.9K
Baker Avenue Asset Management, LP335$36.2K
Thompson Siegel & Walmsley LLC300$32.0K
West Tower Group, LLC296$32.0K
State of Wyoming243$26.3K
Legacy Financial Group LLC219$23.7K
Nemes Rush Group LLC180$19.4K
Earnest Partners LLC178$19.2K
Headinvest, LLC160$16.7K
Iron Horse Wealth Management, LLC150$16.2K
Cary Street Partner Investment Advisory LLC143$15.4K
Winch Advisory Services, LLC133$14.0K
Riverview Trust Co129$13.9K
Stonebridge Capital Advisors LLC100$10.8K
JNBA Financial Advisors87$9.40K
Rogco, LP75$8.10K
FinTrust Capital Advisors, LLC70$7.56K
Trifecta Capital Advisors, LLC68$7.35K
Northwest Investment Counselors, LLC56$6.05K
NewSquare Capital LLC51$5.51K
WR Wealth Planners, LLC46$4.97K
Colonial Trust Co40$4.32K
Silicon Valley Capital Partners36$3.91K
Moisand Fitzgerald Tamayo, LLC9$973
USA Financial Portformulas Corp9$972
Financial Synergies Wealth Advisors, Inc.7$757
Wolff Wiese Magana LLC5$541
Tortoise Investment Management, LLC4$432
GoalVest Advisory LLC2$216

Not filed for Q4 2023 yet (16)

Institutions that held Simon Property Group Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SPG in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.642,625$69.4M
Virginia Retirement Systems Et Al257,269$27.8M
Payden & Rygel Investment Group95,050$10.3M
Gyroscope Capital Management Group, LLC78,531$8.48M
Pathstone Family Office, LLC23,821$2.58M
Advisor Partners II, LLC17,132$1.85M
Madison Wealth Management15,720$1.70M
Bedel Financial Consulting Inc8,036$868.1K
Tiedemann Advisors, LLC5,800$626.6K
Colony Group LLC3,889$420.0K
Icon Wealth Partners, LLC3,882$419.4K
Rothschild Investment Corp3,403$368.0K
Comerica Securities,inc.2,377$256.8K
Column Capital Advisors, LLC157$17.0K
Sutton Wealth Advisors Inc.156$16.9K
WFA of San Diego, LLC153$16.5K